Mcasf Local 725 Defined Contribution Retirement Plan — Form 5500 plan (Board Of Trustees Mcasf Local 725 Defined Contribution Retirement Plan)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Mcasf Local 725 Defined Contribution Retirement Plan is a benefit plan reported by Board Of Trustees Mcasf Local 725 Defined Contribution Retirement Plan under EIN 58-2490173 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,495 participants and $64,949,637 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Mcasf Local 725 Defined Contribution Retirement Plan
- EIN
- 58-2490173
- Plan number
- 003
- Plan type
- 1
- Location
- Pembroke Pines, FL
- Latest filing year
- 2023
- Participants
- 1,495
- End-of-year plan assets
- $64,949,637
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,495 | H, C | 20241014155241NAL0015246723001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $64,949,637
- Total liabilities (EOY)
- $72,095
- Net assets (EOY)
- $64,877,542
- Net assets (BOY)
- $56,980,124
Income & contributions
- Employer contributions
- $1,756,459
- Participant contributions
- $1,206,351
- Total contributions
- $2,962,810
- Total income / additions
- $10,564,677
Expenses & distributions
- Benefits paid
- $2,131,022
- Administrative expenses
- $536,237
- Total expenses
- $2,667,259
- Net increase / (decrease)
- $7,897,418
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mcasf Local 725 Service Corp | CAPTIVE SERVICE PROVIDER | $133,214 | not reported in the loaded dataset | 2023 |
| Ullico Investment Advisors Inc. | NONE KNOWN | $87,021 | not reported in the loaded dataset | 2023 |
| Plante & Moran, Pllc | NONE KNOWN | $52,640 | not reported in the loaded dataset | 2023 |
| Karpus Management, Inc. | NONE KNOWN | $48,332 | $0 | 2023 |
| Bny Mellon Investment Adviser, Inc. | NONE KNOWN | $36,460 | $0 | 2023 |
| Nepc, LLC | NONE KNOWN | $34,080 | not reported in the loaded dataset | 2023 |
| Hessian & Mckasy, Pa | NONE KNOWN | $23,746 | not reported in the loaded dataset | 2023 |
| Chartwell Investment Partners, LLC | NONE KNOWN | $21,951 | not reported in the loaded dataset | 2023 |
| Intercontinental Real Estate Corp. | NONE KNOWN | $20,980 | not reported in the loaded dataset | 2023 |
| Loomis Sayles Trust Company | NONE KNOWN | $15,830 | not reported in the loaded dataset | 2023 |
| U.S. Bank National Association | NONE KNOWN | $14,413 | $0 | 2023 |
| Sawgrass Asset Management LLC | NONE KNOWN | $11,056 | $0 | 2023 |
| American Graphics Printing Co. | NONE KNOWN | $10,195 | not reported in the loaded dataset | 2023 |
| Lazard Asset Management LLC | NONE KNOWN | $4,576 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Mcasf Local 725 Defined Contribution Retirement Plan
- 2023 Form 5500 filing
- Form 5500 filings in FL
- 401(k) and benefit plan filings in Pembroke Pines, FL
- Mcasf Local 725 Service Corp — Schedule C compensation
- Ullico Investment Advisors Inc. — Schedule C compensation
- Plante & Moran, Pllc — Schedule C compensation
- Karpus Management, Inc. — Schedule C compensation
- Bny Mellon Investment Adviser, Inc. — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Hessian & Mckasy, Pa — Schedule C compensation
- Chartwell Investment Partners, LLC — Schedule C compensation
- Intercontinental Real Estate Corp. — Schedule C compensation
- Loomis Sayles Trust Company — Schedule C compensation
- U.S. Bank National Association — Schedule C compensation
- Sawgrass Asset Management LLC — Schedule C compensation
- American Graphics Printing Co. — Schedule C compensation
- Lazard Asset Management LLC — Schedule C compensation